Purchases and Sales Made in Q4 2023 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.7K+ 56.57% |
$4.72M - $5.31M
|
146K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.3K+ 105.84% |
$4.42M - $4.98M
|
95.9K
$12.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
37K+ 965.42% |
$3.32M - $3.74M
|
40.9K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
35.1KNew |
$3.15M - $3.54M
|
35.1K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.6KNew |
$3.1M - $3.49M
|
34.6K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
31KNew |
$2.79M - $3.13M
|
31K
$3.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
30.6K+ 264.78% |
$2.75M - $3.09M
|
42.2K
$5.35M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29KNew |
$2.6M - $2.93M
|
29K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7K+ 397.99% |
$1.95M - $2.19M
|
27.2K
$3.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.1K+ 105.67% |
$1.71M - $1.93M
|
37.2K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.9K+ 40.62% |
$1.7M - $1.91M
|
65.5K
$8.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
15.7KNew |
$1.41M - $1.58M
|
15.7K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.2K+ 10.95% |
$1.19M - $1.34M
|
134K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2KNew |
$1.18M - $1.33M
|
13.2K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 7.67% |
$1.13M - $1.27M
|
177K
$22.4M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.08KNew |
$814K - $916K
|
9.08K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
9.05KNew |
$812K - $914K
|
9.05K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$782K - $879K
|
8.71K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.11KNew |
$637K - $717K
|
7.11K
$901K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.5KNew |
$583K - $656K
|
6.5K
$824K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.88K+ 45.98% |
$528K - $594K
|
18.7K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.55KNew |
$498K - $560K
|
5.55K
$703K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
4.75KNew |
$426K - $479K
|
4.75K
$602K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.54K+ 595.14% |
$407K - $458K
|
5.3K
$672K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.4KNew |
$395K - $444K
|
4.4K
$558K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.21K+ 27.36% |
$378K - $425K
|
19.6K
$2.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.18KNew |
$375K - $422K
|
4.18K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.01KNew |
$359K - $404K
|
4.01K
$508K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.55KNew |
$319K - $359K
|
3.55K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.41K+ 30.3% |
$306K - $344K
|
14.6K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3KNew |
$269K - $302K
|
3K
$380K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.68KNew |
$241K - $271K
|
2.68K
$340K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.57KNew |
$230K - $259K
|
2.57K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.33KNew |
$209K - $235K
|
2.33K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.3KNew |
$207K - $232K
|
2.3K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.65K+ 21.98% |
$148K - $167K
|
9.16K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 46.57% |
$126K - $142K
|
4.43K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 19.35% |
$125K - $140K
|
8.58K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
734+ 367.0% |
$65.8K - $74.1K
|
934
$118K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
731New |
$65.6K - $73.8K
|
731
$92.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
680+ 2.21% |
$61K - $68.6K
|
31.4K
$3.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
648New |
$58.1K - $65.4K
|
648
$82.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
607+ 15.97% |
$54.5K - $61.3K
|
4.41K
$559K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
344New |
$30.9K - $34.7K
|
344
$43.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
327+ 5.67% |
$29.3K - $33K
|
6.09K
$772K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
314New |
$28.2K - $31.7K
|
314
$39.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
257+ 22.35% |
$23.1K - $25.9K
|
1.41K
$178K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
218New |
$19.6K - $22K
|
218
$27.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
163+ 0.82% |
$14.6K - $16.4K
|
20K
$2.53M
|